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How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era
Article
Knowledge Bases
How Deutsche Bank Research Brings Existing Research to Life in the Intelligence Era

The challenge for most firms is not the research they produce. It is whether that research reaches its audience in a format will actually be consumed.  Deutsche Bank Research publishes across thousands of securities, multiple regions and dozens of languages. The research is differentiated. The harder question – and the one Pam Finelli, Global COO at Deutsche Bank Research, addressed at the Communify Intelligence Experience – is… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases Women in Fintech +0
How to Turn Your Website Content into an Engine that Keeps People Coming Back
Article
Knowledge Bases
How to Turn Your Website Content into an Engine that Keeps People Coming Back

For financial platforms, turning content engagement into retention starts with one thing: giving investors a reason to come back.   The FT’s metric ladder – engagement, habit, retention and revenue – is not just a media company framework. It is also the operating logic of any firm where adding value is part of the value proposition. For investment platforms, that means… Read more »

Behavioral Science Communify Experience Deterministic AI Expert Insights Innovation Expert Insights Industry Leader Intelligence Era Knowledge Bases +0
Outcome First: How to Find the Right Wealth Management Tools
Article
Component Tech
Outcome First: How to Find the Right Wealth Management Tools

Choosing the right wealth management tools is one of the most consequential platform decisions a firm can make – and one of the most commonly made in the wrong order. To move ahead, it’s not just about buying better tools – it’s about asking the right questions.  Technology vendor spend is often the single largest line in an IT budget, yet CIOs rarely devote the same rigor, governance and leadership… Read more »

Communify Experience Expert Insights Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi
Innovation Spotlight
Knowledge Bases
“The Shift Is Tectonic.” – The AI Inflection Point with Lisa Salvi

AI adoption in wealth management has reached an inflection point – and many firms still underestimate the speed of change.  Lisa Salvi is Managing Director, Business Consulting & Education at Charles Schwab, which supports more than 16,000 independent RIAs representing over $5 trillion in assets. Her team helps advisory firms design their growth strategies, technology stacks, and operating models for… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management +0
Front Office AI: How to Communicate Alternative Investments at Scale – and Build Investor Confidence
Article
Knowledge Bases
Front Office AI: How to Communicate Alternative Investments at Scale – and Build Investor Confidence

AI in the front office is where the next wave of competitive distance gets built – and the firms that use AI to differentiate at the point of advice will be the ones to take the lead.  Most investment firms are chasing the same efficiency gains in the same areas. Process faster. Onboard cheaper. Automate what… Read more »

Communify Experience Expert Insights Client Experience Expert Insights Knowledge Bases Wealth Management +0
“Make It Good. Then AI It.” – Rethinking Advisor Operations with Alex Perovic
Innovation Spotlight
Knowledge Bases
“Make It Good. Then AI It.” – Rethinking Advisor Operations with Alex Perovic

Alex Perovic is VP & Head of Business Enablement & Efficiency at RBC, where he has spent 28 years building an expertise no job description had a name for: identifying and eliminating the administrative burden that stops advisors from doing what they were hired to do.  In this episode of Innovation Spotlight, Alex explains why the real AI opportunity in wealth management isn’t about… Read more »

Communify Experience Data Visualization Deterministic AI Expert Insights Innovation Structured Data +0
How to Build a Client-Centric Approach in Financial Services Without Sacrificing Operational Efficiency
Article
Advised Client Experiences
How to Build a Client-Centric Approach in Financial Services Without Sacrificing Operational Efficiency

Building a genuine client-centric approach in financial services is one of the industry’s most quoted ambitions – and one of its least solved operational challenges.  Every firm claims to put clients first. The harder question is whether the operating model behind that claim can actually deliver it – across every segment and without burning out the team doing the work.… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Client Experience Deterministic AI Expert Insights Intelligence Era Knowledge Bases Wealth Management Women in Fintech +0
“Specialize. Partner. Win.” – The Future of Financial Services Infrastructure with Patrick Salis
Innovation Spotlight
Advised Client Experiences
“Specialize. Partner. Win.” – The Future of Financial Services Infrastructure with Patrick Salis

For most Australians, the first investment was property. That’s changing and the infrastructure catching up to that shift matters more than most people realize.  Patrick Salis is CEO of AUSIEX, a wholesale stockbroking business focused on execution, clearing and settlement across domestic equities, international equities, exchange traded options and bonds. With a long-standing relationship with Communify, AUSIEX sits at the infrastructure layer of… Read more »

Communify Experience Data Visualization Expert Insights Innovation Partnerships & Acquisitions +0
“From Accounts to Households.” – The Evolution of Wealth Advice with Kevin Barr
Innovation Spotlight
Advised Client Experiences
“From Accounts to Households.” – The Evolution of Wealth Advice with Kevin Barr

The role of the financial advisor is expanding – and technology may finally unlock its full value. Kevin Barr spent more than two decades at SEI Investments, most recently serving as CEO of SEI Investment Management. Across a 35-year career in financial services, he has helped shape how investment products, asset management platforms and advisory businesses are… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Deterministic AI Industry Leader Intelligence Era Knowledge Bases Online Brokerage Wealth Management +0
Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead
Article
Investor Experiences
Wealth Management Changes Are Accelerating: 5 Ways to Stay Ahead

The wealth management changes reshaping the industry right now are not a cycle – they are a structural shift, and the firms that fail to treat them as such run the risk of losing ground on margins, talent and the ability to deliver at scale.   For firm leaders today, the question is no longer whether to move – it… Read more »

Communify Experience Deterministic AI Expert Insights Innovation Deterministic AI Expert Insights Knowledge Bases Online Brokerage Wealth Management +0
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